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Shine Investment Advisory Services’s Wendy's WEN Stock Holding History

Shine Investment Advisory Services’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$4K Hold
165
– – ﹤0.01% 665
2020
Q2 		$4K Buy
+165
New +$3.28K ﹤0.01% 677

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Shine Investment Advisory Services's WEN Position: Q3 2020 in Review

Shine Investment Advisory Services held its Wendy's (WEN) position steady in Q3 2020 at 165 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Shine Investment Advisory Services first reported a position in WEN in Q2 2020 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold WEN as of Q3 2020.

  • Shine Investment Advisory Services held 165 shares of Wendy's worth $4K as of Q3 2020.
  • Shine Investment Advisory Services left its Wendy's share count unchanged in Q3 2020.
  • Wendy's made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #665 holding.
  • Shine Investment Advisory Services first reported a position in Wendy's in Q2 2020 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Wendy's as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.